The unit trust has an
eleven year track record. It is managed on an absolute return basis in terms of
the rules set out in the Collective Investments Schemes Act. The fund’s main
asset classes are equity and cash but can also include ETFs, foreign exchange
and bonds.
The Visio BCI General Equity Fund is a general equity portfolio with an investment universe consisting primarily of equity securities, with the equity exposure always above 80%. The fund may also invest in preference shares, debentures, debenture bonds, money market instruments, interest bearing securities, non-equity securities, property shares and property related securities listed on exchanges and assets in liquid form.
The Visio BCI General Equity Unit Trust
|  -Click to enlarge- | Fact sheet for Visio BCI General Equity Portfolio +Visio BCI General Equity Fund Application +Institutional Investors +Retail Investors +Monthly Returns Table + |
South African Equity - General: Visio BCI General Equity Fund
The Visio BCI General Equity Fund is a general equity portfolio with an investment universe consisting primarily of equity securities, with the equity exposure always above 80%. The fund may also invest in preference shares, debentures, debenture bonds, money market instruments, interest bearing securities, non-equity securities, property shares and property related securities listed on exchanges and assets in liquid form.
- Clients: Pension funds, multi managers and retail investors
- Fund launch: March 2014
- Issuer: Boutique Collective Investments
- Benchmark: FTSE/JSE SWIX J403T
How to invest in the Visio BCI General Equity
Unit Trust:
Please contact our investor relations team at info@visiocapital.co.za
or 011 245 8900
To invest in the Visio BCI
Actinio
Unit Trust please follow the five step process below:
1. Please download and complete the following application form: VISIO BCI Actinio application form - Individuals
2. Deposit your investment into the bank account as per the details on page 3 of the application form
3. Email your completed application form, proof of deposit and supporting documents (listed on page 1 of the application form) to instructions@bci-transact.co.za
4. The Boutique Collective Investments (BCI) client services department will send you an email confirming your investment
5. Monthly investor statements are accessible by logging on to the BCI Online Portal at https://www.bci-transact.co.za
Should you require more information regarding your unit trust application process please contact BCI on +27 (0)21 007 1500/1/2 or send an email to clientservices@bcis.co.za
1. Please download and complete the following application form: VISIO BCI Actinio application form - Individuals
2. Deposit your investment into the bank account as per the details on page 3 of the application form
3. Email your completed application form, proof of deposit and supporting documents (listed on page 1 of the application form) to instructions@bci-transact.co.za
4. The Boutique Collective Investments (BCI) client services department will send you an email confirming your investment
5. Monthly investor statements are accessible by logging on to the BCI Online Portal at https://www.bci-transact.co.za
Should you require more information regarding your unit trust application process please contact BCI on +27 (0)21 007 1500/1/2 or send an email to clientservices@bcis.co.za
Our preference is to engage with selected institutional investors, multi managers and family trusts on a direct level. Our marketing initiatives are generally limited to the monthly distribution of fact sheets and newsletters on a selective basis. The hedge funds returns do not feature in any hedge fund surveys with the exception of the Visio Market Neutral Fund.
Please contact Craig French at craig@visiocapital.co.za or Tassin Meyer tassin@visiocapital.co.za should you require further information on the funds.
The Visio BCI Actinio Portfolio
Please contact Craig French at craig@visiocapital.co.za
or Tassin Meyer Tassin@visiocapital.co.za
should you require further information on the
funds. |  -Click to enlarge- | Fact sheet for Visio BCI Actinio portfolio +Visio BCI Actinio fund application +Monthly Returns Table +Institutional Investors +Retail Investors + |
Frequently Asked Questions
| What is the minimum unit trust investment amount? | The minimum lump sum investment is R10 000 per account. The minimum debit order is R500 per month. |
| What FICA documentation should I include with my unit trust application form? | 1. A certified or notarised copy of
a valid I.D document containing a photo, full names, date of birth & ID
number.
2. A cancelled cheque or bank statement (not older than 3 months). 3. A document (not older than 3 months) showing your residential address (e.g. utility bill, bank statement, tax invoice, Telkom account, payslip or municipal rates). * A passport /driver’s license containing the above information will only be accepted with a written reason for the unavailability of the ID document. Please send these FICA documents and completed unit trust form together with proof of deposit to instructions@bci-transact.co.za |
| How do I top up my unit trust investment? | To add additional funds please
complete an additional form >
Please send the completed form to instructions@bci-transact.co.za |
| How do I withdraw funds from my investment? | To redeem funds please complete a redemption form > Please send the completed form to instructions@bci-transact.co.za |
| How can I update the BCI platform with a change of details? | Please complete the following Personal Update Form >
Please send the completed form to instructions@bci-transact.co.za |
| How do I register for the BCI Online Portal? | Complete the online registration steps at https://www.bci-transact.co.za Complete the empty fields and click ‘Generate’, then complete the additional fields and click ‘Submit’ |
Frequently Asked Questions
| What is the minimum unit trust investment amount? | The minimum lump sum investment is R10 000 per account. The minimum debit order is R500 per month. |
| What FICA documentation should I include with my unit trust application form? | 1. A certified or notarised copy of
a valid I.D document containing a photo, full names, date of birth
& ID
number.
2. A cancelled cheque or bank statement (not older than 3 months). 3. A document (not older than 3 months) showing your residential address (e.g. utility bill, bank statement, tax invoice, Telkom account, payslip or municipal rates). * A passport /driver’s license containing the above information will only be accepted with a written reason for the unavailability of the ID document. Please send these FICA documents and completed unit trust form together with proof of deposit to instructions@bci-transact.co.za |
| How do I top up my unit trust investment? | To add additional funds
please
complete an additional form >
Please send the completed form to instructions@bci-transact.co.za |
| How do I withdraw funds from my investment? | To redeem funds please
complete a redemption form > Please send the completed form to instructions@bci-transact.co.za |
| How can I update the BCI platform with a change of details? | Please complete the following
Personal Update Form >
Please send the completed form to instructions@bci-transact.co.za |
| How do I register for the BCI Online Portal? | Complete the online registration steps at https://www.bci-transact.co.za Complete the empty fields and click ‘Generate’, then complete the additional fields and click ‘Submit’ |
